STATE LINE WEALTH MANAGEMENT

STATE LINE WEALTH MANAGEMENT of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 330661). Regulatory assets under management: $40.9M.

Registration

• CRD: 330661
• Type: Registered investment adviser
• Location: 9393 WEST 110TH STREET, OVERLAND PARK, KS, 66210
• Phone: 913-207-6529
• Latest filing: 2026-06-11
• Regulatory AUM: $40.9M
• Discretionary AUM: $16.8M
• Non-discretionary AUM: $24.1M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330661 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search